Mission & Values

Focused on your needs. Committed to your success.

To exceed our clients’ expectations, we have first to set a high bar for ourselves. We've been careful to build a culture and work ethic that inspires excellence and encourages our team always to deliver our very best.

Our Mission

Our mission is to partner with clients through long term, trusted relationships. To deliver tailored, objective, and thoughtful advice designed to inspire confidence, provide reassurance, and the ability to pursue their passions, dreams, and goals.

Our Values

Integrity We hold ourselves to the highest standards and always do the right thing. We say what we mean and mean what we say. We are honest and transparent and believe that a strong character is crucial to our firm's growth. We believe in integrity without compromise.

Performance We are entrepreneurial and hard-working. We are relentlessly committed to producing measurable and breakthrough results. We aim for Wow! and by doing so, we earn our clients' business every day.

Accountability We take the initiative and forge our path. We don't shy away from big opportunities or challenges. Instead, we face them head-on, even when the solution is not simple or assured. We challenge industry conventions and disrupt commonly accepted approaches to financial balance.

People First We cultivate enduring relationships both within and outside our firm. We regard our employees as family and treat our clients as our closest friends.

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 200 Broadhollow Rd, Ste 405, Melville, NY 11747, ph# 631.589.5400. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Northeast Private Client Group is not an affiliate or subsidiary of PAS or Guardian.